Iht Wealth Management, LLC Reduced Holdings in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-3.04K
- 13.62%
$105.76 - $120.76 $321K - $367K
19.3K $2.07M
XLB
Select Sector Spdr Fd Material

ETFs
-1.74K
- 6.12%
$83.8 - $97.58 $146K - $169K
26.7K $2.24M
PSX
Phillips 66

Energy
-1.84K
- 11.68%
$110.35 - $138.93 $203K - $256K
13.9K $1.59M
SNAP
Snap Inc

Communication Services
-44.4K
- 77.64%
$9.98 - $12.86 $443K - $571K
12.8K $137K
MPC
Marathon Petroleum Corp

Energy
-1.59K
- 14.89%
$131.65 - $174.84 $209K - $278K
9.09K $1.27M
ZTS
Zoetis Inc.

Healthcare
-2K
- 44.24%
$162.24 - $194.42 $324K - $388K
2.52K $410K
VNQ
Vanguard Specialized Funds Van

ETFs
-3.86K
- 26.18%
$87.85 - $98.6 $339K - $380K
10.9K $969K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-747
- 29.51%
$396.64 - $516.74 $296K - $386K
1.78K $718K
DNL
Wiswisdomtree Tr

ETFs
-6.64K
- 10.43%
$35.98 - $39.39 $239K - $262K
57K $2.05M
DHI
Horton D R Inc

Consumer Cyclical
-1.63K
- 36.7%
$137.24 - $194.56 $224K - $318K
2.82K $393K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-36K
- 31.95%
$10.65 - $11.42 $383K - $411K
76.6K $824K
UL
Unilever PLC

Consumer Defensive
-5.3K
- 31.57%
$56.7 - $64.64 $300K - $342K
11.5K $651K
URI
United Rentals, Inc.

Industrials
-285
- 12.59%
$704.44 - $880.32 $201K - $251K
1.98K $1.39M
ADBE
Adobe Inc.

Technology
-178
- 3.63%
$437.39 - $552.96 $77.9K - $98.4K
4.73K $2.1M
GD
General Dynamics Corp

Industrials
-366
- 4.16%
$260.28 - $314.03 $95.3K - $115K
8.43K $2.22M
XEL
Xcel Energy Inc

Utilities
-7.09K
- 38.15%
$62.16 - $72.92 $441K - $517K
11.5K $776K
NGG
National Grid PLC

Utilities
-5.18K
- 42.36%
$57.68 - $70.03 $299K - $363K
7.05K $418K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-8.95K
- 41.61%
$45.38 - $46.88 $406K - $419K
12.6K $572K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-19K
- 41.18%
$19.47 - $20.95 $371K - $399K
27.2K $530K
SO
Southern CO

Utilities
-2.54K
- 9.07%
$81.5 - $94.15 $207K - $240K
25.5K $2.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.17K
- 32.24%
$185.87 - $204.12 $403K - $442K
4.56K $857K
COST
Costco Wholesale Corp

Consumer Defensive
-809
- 7.66%
$873.59 - $994.69 $707K - $805K
9.75K $8.93M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-71.8K
- 37.68%
$3.8 - $4.57 $273K - $328K
119K $458K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-5.82K
- 10.25%
$83.09 - $89.28 $483K - $519K
50.9K $4.33M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-17.7K
- 48.87%
$21.66 - $22.69 $383K - $401K
18.5K $402K
VHT
Vanguard Health Care ETF

ETFs
-319
- 2.73%
$250.81 - $283.3 $80K - $90.4K
11.4K $2.88M
BIDU
Baidu, Inc.

Communication Services
-3.29K
- 51.29%
$80.33 - $115.13 $264K - $379K
3.13K $263K
PLD
Prologis, Inc.

Real Estate
-1.82K
- 17.32%
$101.4 - $126.96 $185K - $232K
8.71K $920K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-4.55K
- 51.57%
$86.6 - $95.01 $394K - $432K
4.27K $378K
AZN
Astrazeneca PLC

Healthcare
-3.06K
- 18.73%
$63.2 - $79.58 $193K - $243K
13.3K $868K
BST
Black Rock Science & Technology Trust

Financial Services
-12.2K
- 33.46%
$34.86 - $38.04 $424K - $462K
24.2K $883K
MA
Mastercard Inc

Financial Services
-1.5K
- 12.52%
$491.3 - $536.15 $735K - $802K
10.5K $5.51M
GS
Goldman Sachs Group Inc

Financial Services
-1.81K
- 21.91%
$486.1 - $608.57 $880K - $1.1M
6.45K $3.69M
C
Citigroup Inc

Financial Services
-7.58K
- 42.32%
$61.31 - $72.5 $465K - $549K
10.3K $726K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-10.1K
- 49.87%
$31.33 - $35.13 $318K - $356K
10.2K $320K
BBY
Best Buy CO Inc

Consumer Cyclical
-3.02K
- 40.94%
$85.2 - $101.35 $257K - $306K
4.36K $373K
ITW
Illinois Tool Works Inc

Industrials
-1.14K
- 10.0%
$253.56 - $278.5 $290K - $318K
10.3K $2.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.46K
- 30.69%
$45.07 - $47.1 $336K - $351K
16.8K $761K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.5K
- 20.84%
$33.92 - $36.6 $392K - $423K
43.9K $1.52M
PSLV
Sprott Physical Silver Trust

Financial Services
-27.5K
- 19.27%
$9.65 - $11.76 $265K - $323K
115K $1.11M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-46.4K
- 49.2%
$7.31 - $8.06 $339K - $374K
47.9K $368K
MU
Micron Technology Inc

Technology
-211
- 1.15%
$84.16 - $113.41 $17.8K - $23.9K
18.2K $1.53M
CSCO
Cisco Systems, Inc.

Technology
-14.2K
- 17.9%
$52.45 - $60.02 $745K - $852K
65.1K $3.85M
OGE
Oge Energy Corp.

Utilities
-8.96K
- 42.6%
$39.65 - $44.08 $355K - $395K
12.1K $498K
GE
General Electric CO

Industrials
-680
- 5.86%
$159.95 - $194.23 $109K - $132K
10.9K $1.82M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-3.71K
- 23.15%
$90.74 - $103.94 $336K - $385K
12.3K $1.12M
ECL
Ecolab Inc.

Basic Materials
-1.07K
- 20.37%
$234.32 - $261.43 $251K - $280K
4.19K $981K
VKTX
Viking Therapeutics, Inc.

Healthcare
-1.3K
- 9.77%
$38.28 - $78.03 $49.9K - $102K
12K $484K
ASML
Asml Holding Nv

Technology
-232
- 16.9%
$658.43 - $872.27 $153K - $202K
1.14K $790K
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 694 Reductions 694 Sold out 0 Options Calls 0 Puts 0
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